December 4, 2019

REMINDER: IMPORTANT 2017 CSO UPDATES AND YEAR-END BUSINESS PROCESSING TIMELINES

Like all carriers, Symetra is required to transition our products to 2017 Commissioners Standard Ordinary (CSO) Tables by Jan. 1, 2020. To meet this regulatory deadline, […]
November 14, 2019

SBLI 2019 Year-End Processing News

Thank you for your partnership and business in 2019. As we approach the end of the year, please keep in mind the following dates and guidelines […]
November 4, 2019

Our carrier partners are publishing their 2019 year-end deadlines.

2019 Year-End Deadlines Our carrier partners are publishing their 2019 year-end deadlines. Below you will find a summary of requirements and key dates. Click on each […]
November 1, 2019

Securian 2019 year end guidelines

Securian Financial 2019 year end guidelines Thank you for your continued business this past year. As we approach the end of 2019, please keep in mind […]
October 16, 2019

2019 Year-End Procedures for PL Promise Products

2019 Year-End Procedures for PL Promise Products It’s time to prepare for 2019 year-end closing. As always, our goal is to make this a successful year-end […]
November 13, 2018

Legal & General 2018 Year-End Closing Dates

2018 Year-End Closing Dates We often receive questions regarding year-end closing or cut-off dates. We hope that you find the explanation below helpful. New Business ProcessingDecember […]